+77.2%
AXON vs KEY
+11.7%
+65.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.5% | -17.7% | -18.0% |
| 7D | -26.8% | -1.3% | -25.6% | -26.5% |
| 30D | -22.9% | +5.1% | -28.1% | -23.8% |
| 3M | -40.1% | -7.1% | -33.0% | -38.9% |
| 6M | -18.9% | -4.4% | -14.5% | -17.9% |
| YTD | -44.9% | +4.0% | -48.9% | -45.6% |
| 1Y | -46.7% | +23.4% | -70.1% | -49.7% |
| 3Y | +44.3% | +113.9% | -69.6% | +16.8% |
| All | +77.2% | +11.7% | +65.5% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling